# Wealth Relationship Manager

**Company**: HSBC
**Location**: Cupertino, California
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774611992886?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_60c11b8b-da8

## Description

Wealth Relationship Manager

HSBC is seeking a Wealth Relationship Manager to work closely with high-value clients, providing financial solutions and opportunities to grow their portfolio.

As a Wealth Relationship Manager, you will:

- Build meaningful relationships with clients and provide financial solutions to meet their needs

- Increase wallet share of existing clients and identify product opportunities

- Conduct full needs assessments and recommend banking, investment, and insurance products

- Represent HSBC in community organisations to enhance the company's image and grow a referral network

You will likely have:

- Experience in non-traditional banking financial sales and wealth planning

- Expert knowledge in wealth products and external regulatory frameworks

- Strong client focus and communication skills

- Ability to demonstrate strong relationship deepening skills and business development skills

- Series 7, 63, 65 or 66, Life and Health insurance licenses required

As an HSBC employee, you will have access to tailored professional development opportunities, a competitive pay and benefits package, and a robust Wellness Hub.

## Skills

### Required
- wealth planning
- financial sales
- client relationships
- Series 7
- Series 63
- Series 65
- Series 66
- Life insurance
- Health insurance

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774611992886?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)